See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,127 | $165,335-74.5% | $149,696-71.9% | $158,922-73.5% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 8.23% | 348.15%-339.9pp | 276.60%-268.4pp | 302.83%-294.6pp |
| Employer contribution / active EE | $1,568 | $5,103-69.3% | $4,644-66.2% | $4,761-67.1% |
| Participant deferral / active EE | $4,484 | $7,181-37.6% | $6,842-34.5% | $5,982-25.0% |
| Admin fee / account holder | $12 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |